SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$758K
2
+$655K
3
+$609K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$471K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$417K

Top Sells

1
+$810K
2
+$491K
3
+$245K
4
AAPL icon
Apple
AAPL
+$196K
5
QCOM icon
Qualcomm
QCOM
+$173K

Sector Composition

1 Technology 15.09%
2 Healthcare 12.52%
3 Financials 9.62%
4 Industrials 7.25%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$9.85K ﹤0.01%
194
952
$9.81K ﹤0.01%
35
-7
953
$9.79K ﹤0.01%
296
+272
954
$9.75K ﹤0.01%
74
955
$9.7K ﹤0.01%
204
-94
956
$9.69K ﹤0.01%
197
-26
957
$9.67K ﹤0.01%
351
958
$9.66K ﹤0.01%
787
+777
959
$9.65K ﹤0.01%
280
960
$9.64K ﹤0.01%
110
+6
961
$9.6K ﹤0.01%
354
962
$9.59K ﹤0.01%
42
963
$9.5K ﹤0.01%
337
964
$9.48K ﹤0.01%
231
965
$9.43K ﹤0.01%
83
+18
966
$9.43K ﹤0.01%
25
-11
967
$9.42K ﹤0.01%
315
968
$9.42K ﹤0.01%
73
+1
969
$9.41K ﹤0.01%
28
970
$9.37K ﹤0.01%
404
971
$9.37K ﹤0.01%
45
-1
972
$9.34K ﹤0.01%
354
973
$9.2K ﹤0.01%
877
-884
974
$9.17K ﹤0.01%
324
975
$9.16K ﹤0.01%
422
37 38
39
40 41